Thematic exposure

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1598010420
Article
4 min
Artificial intelligence (AI) Disruption Machine learning Global Industry Research Equity Information technology Asia tech Automation Article Thematic exposure
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Beyond the hype: finding AI’s long-term winners

Our expert argues that a long-term mindset based on deep research can help to uncover evolving AI investment opportunities amid the hype.

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Brian Barbetta
Brian Barbetta
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4 min
Article
2025-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
200512222-001
200512222-001
Article
5 min
Sustainability Equity Fixed income Impact investing Global Impact Bond Global Impact Global Stewards Emerging Market Development Thematic exposure Sustainable investing Article iStrat
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Three ways social considerations can enhance portfolios

Four leading Wellington equity and fixed income experts explore three ways social considerations can enhance portfolios.

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Multiple authors

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5 min
Article
2025-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
96908-2024-outlook-768x450
96908-2024-outlook-768x450
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Macro and market Economic cycle Portfolio strategy Multi-asset Macro Market commentary Thematic exposure Outlook Article
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Trends and transformation distilled: Our 2024 outlook in brief

Our experts explore investment opportunities and risks for the year ahead.

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Article
2025-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
multi-asset_768x450
multi-asset_768x450
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Outlook Multi-asset Asset allocation iStrat Multi-Asset solutions Factor solutions Tactical allocation Strategic allocation Manager selection Thematic exposure iStrat program Brand Article
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Navigating a volatile reality: three ideas for 2024 and beyond

2023 saw investors grapple with a new, more volatile reality. How should portfolios be positioned for opportunities and challenges in 2024? 

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Natasha Brook-Walters
Natasha Brook-Walters
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Article
2025-01-31
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chapter-iStrat-multi-asset-768x450
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Outlook Multi-asset iStrat Emerging Market Development Multi-Asset solutions Factor solutions Tactical allocation Strategic allocation Manager selection Thematic exposure Article
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Multi-Asset Market Outlook

To help think through the asset allocation outlook and implications for 2023, we offer views from iStrat, our investment strategy and solutions group

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Article
2024-12-31
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view of hill road
Article
Thematic exposure Equity Active management Article
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Wanted: A better definition of thematic investing
Multi-Asset Portfolio Manager Brian Garvey and colleague Manny Hunjan believe the prevailing definition of thematic investing is overly narrow and offer a potential solution.
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By

Brian Garvey
Brian Garvey
Manny Hunjan
Manny Hunjan
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Article
2023-09-20
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884018786
Health care Thematic exposure Macro and market Energy Utilities Factors Outlook EM equity ESG Disruption
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2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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Multiple authors

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2023-01-27
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